About Us
Leap-worth investments
is a premier family office dedicated to providing comprehensive wealth management and investment solutions to discerning families. We are committed to preserving and growing your wealth for generations to come.
Our Services
1. Wealth Management
We provide personalized investment strategies that align with your family's goals and risk tolerance. Our team of experienced advisors utilizes in-depth market research and insights to help you make informed investment decisions.
2. Estate Planning
Ensure your family’s future is secure with our estate planning services. We help you navigate complex legal frameworks to create a comprehensive plan that reflects your wishes and maximizes your estate's value.
3. Tax Advisory
Our tax experts are dedicated to optimizing your tax situation. We offer strategic advice to minimize liabilities and ensure compliance with local and international tax laws.
4. Philanthropy
Make a meaningful impact with our philanthropic advisory services. We assist families in establishing charitable foundations and implementing strategies that align with their values and social objectives.
5. Family Governance
Foster communication and shared values among family members with our governance services. We help create frameworks for decision-making, conflict resolution, and the management of family assets.
Why Choose Us?
Expertise:
- Our team comprises seasoned professionals with extensive experience in wealth management, finance, and law.
Personalized Approach:
- We understand that every family is unique. Our services are tailored to meet your specific needs and aspirations.
Confidentiality:
- We prioritize the privacy and security of your information, ensuring that your family's affairs are handled with the utmost discretion.
Local Knowledge, Global Reach:
- Based in Lisbon, we leverage our understanding of local markets while providing access to global investment opportunities.
Our Philosophy
At Leap-worth Investments
We believe in a holistic approach to wealth management. By focusing on your family’s values and goals, we strive to create a sustainable financial legacy. Our commitment is to serve as trusted advisors, guiding you through life's financial complexities.